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Below mentioned Courses will be deactivated soon due to outdated content. Complete the course within the next 7 days to receive credits. After Expiry date, the course will be unavailable for credit. For assistance or inquiries, please contact our support team at support@my-cpe.com.
Explain placed-in-service rules for depreciable assets.
Differentiate standard depreciation from bonus depreciation strategies.
Course
Date of Completion
Hrs of Learning
2022 Enrolled Agent Ethics
17 Apr, 2025
2 Hrs
Course Objectives
To explain where to look for ethical tax guidance.
To determine which parts of Circular 230 apply to your practice.
To explore how to properly utilize due diligence in tax practice.
To discuss how to limit your professional liability with the use of ethical procedures.
To create a tax quality control document.
Advanced Googling for Professionals
26 Jun, 2025
3 Hrs
Course Objectives
To identify at least 5 advanced query filters. These are not visible in the main interface and can only be seen by expanding a toolbar under user control.
To analyze at least 12 different types of advanced queries. These give additional information to Google and help refine searches.
To create at least 5 different types of Google alerts. These send emails when new results for a topic show up in Google search.
To develop at least 2 different Google profiles – one personal, one business. These profiles help consolidate information that Google has collected about a practitioner and their operations. The profiles also help practitioners control what others see about them across Google services.
To interpret at least 4 ways Google search results may vary depending on the size and type of gadget they are using.
2025 Tax Update on Deductions, Rates, Credits, and Incentives
10 Jul, 2025
1 Hr
Course Objectives
Discuss major differences in 2025 tax proposals.
Identify changes to business-related tax deductions.
Analyze impacts on energy tax incentives.
Explain modifications in family tax credits.
Explore expanded provisions for education accounts.
Tax Credits and State Rules Explored with TurboTax Filing
23 Aug, 2025
1 Hr
Course Objectives
Identify key S-Corp tax credits available.
Analyze the Qualified Business Income deduction rules.
OBBB Webinar: Tax Reform for Individuals and Businesses
08 Aug, 2025
2 Hrs
Course Objectives
Discuss major individual tax changes under OBBB 2025.
Identify key limitations on deductions and exclusions.
Analyze Trump Account rules and tax treatment.
Explain business provisions including QBI and depreciation.
Differentiate reporting thresholds for 1099s and employer credits.
Unpaid Payroll Taxes: The Quickest Way to Prison
13 Sep, 2025
2 Hrs
Course Objectives
To recall the common statutes guiding the assessment and collection of payroll taxes.
To recognize when someone is a candidate for the Trust Fund Recovery Penalty.
To analyze a plan to defend a taxpayer against the TFRP.
To identify the criteria the IRS uses to evaluate collection potential.
To implement a strategy to resolve tax debts.
OBBBA 2026 Tax Filing Guide for Individuals and Strategic Planning
06 Sep, 2025
2 Hrs
Course Objectives
Discuss major 2026 tax changes impacting individual filers.
Identify adjustments to deductions under OBBB provisions.
Analyze changes in credits and their phase-out thresholds.
Explain new compliance rules for EITC claims.
Differentiate between temporary and permanent OBBB provisions.
OBBB Impact on Home Office and §179 Deductions
10 Sep, 2025
2 Hrs
Course Objectives
Apply rules for qualifying home office business expenses.
Identify deductible home office expenses for business owners.
Discuss how to use the safe harbor rule for home office deductions.
Ensure tax compliance when working remotely from home.
Analyze the tax implications when selling a home used for business.
Apply the OBBB changes to Bonus and §179 rules.
OBBBA Child Tax Credit and Earned Income Credit
03 Sep, 2025
2 Hrs
Course Objectives
Discuss OBBB updates to CTC, EIC, and Other Dependents Credit.
Identify refundable caps and special rules for families with 3+ children.
Analyze eligibility tests and income thresholds for Earned Income Credit.
Explain preparer due diligence obligations, penalties, and recent IRS cases.
Apply OBBB credit rules to real-world taxpayer compliance scenarios.
1065 Partnership Updates
12 Sep, 2025
1 Hr
Course Objectives
To discuss the new form 1065 and related disclosure requirements.
To explain new Schedules K-2 and K-3 and their exceptions and extensions.
To discuss PPP reporting requirements and schedules for reporting its forgiveness.
To explore employee retention credit, ERC qualifiers, 2020 wage reductions, and impact of Families First Coronavirus Response Act.
To explain partnership capital accounts, their reporting, reporting not required, schedule M-3, Tax basis capital accounts, beginning capital, and its calculation methods.
Criminal Tax Investigations
12 Sep, 2025
2 Hrs
Course Objectives
Determine the common weaknesses in a criminal tax investigation.
Identify the key documents to review (in a sea of thousands).
Know how to select questions for your client to use in court proceedings.
Squaring the Circle: Are Smart Contracts and DAOs Tax Entities?
14 Sep, 2025
1 Hr
Course Objectives
Review when software arrangements, such as smart contracts or DAOs, may be classified as tax entities or "looked through" under existing tax laws.
Analyze the potential tax implications of different entity classifications, including partnerships, domestic and foreign corporations, and their effects on U.S. and non-U.S. taxpayers.
Recognize and discuss arguments that oppose the classification of software arrangements as tax entities or subject to "look-through" treatment
Develop strategies for tax planning to minimize risks and ensure compliance while managing entity or "look-through" classification.
Examine practical use cases involving DAOs, liquidity pools, and other Web3 protocols to identify the various tax considerations that arise in real-world scenarios.
IRS Tax Practice & Procedure Introduction
11 Sep, 2025
2 Hrs
Course Objectives
To understand the different IRS statutes of limitation
To apply rules to understand the IRS audit process
To apply rules to understand the IRS collection process
To determine if the Administrative Procedures Act applies to different IRS conduct
To determine when practitioner penalties could arise
How to Handle Top 10 Issues in IRS Small Business Audits
12 Sep, 2025
2 Hrs
Course Objectives
Understand the IRS audit process and its critical steps.
Analyze balance sheet accuracy to prevent audit complications.
Identify and address common red flags in small business audits.
Implement strategies to avoid penalties during IRS small business audits.
Prepare accurate records to ensure a successful audit outcome.
Stay Ahead of the Game: Exploring the Updated IRS Collection Financial Standards
11 Sep, 2025
2 Hrs
Course Objectives
To discuss the hidden treasures of online resources to effortlessly locate the IRS Collection Financial Standards and access the latest information.
To demystify the changes implemented by the IRS in the different amounts of the Collection Financial Standards, empowering you to navigate the ever-evolving landscape of tax regulations.
To explain the art of applying the monthly amounts specified in the standards to achieve favorable resolutions in collection cases.
To analyze the implications of the updated standards on tax compliance, enabling you to develop effective strategies tailored to each client's unique situation.
A Look at Common IRS Rep Situations and How We Deal With Them
13 Sep, 2025
2 Hrs
Course Objectives
To explain the essential traits and skills required to excel as an IRS representative.
To analyze how to conduct a thorough initial client interview in IRS representation cases.
To gain insights into common challenges and events that may occur during IRS representation cases.
To discuss effective strategies for navigating through various stages of an IRS representation case.
To inspect practical knowledge and real-life examples to enhance your ability to advocate for clients and achieve successful outcomes in IRS rep situations.
Criminal Tax Investigations
12 Sep, 2025
2 Hrs
Course Objectives
Determine the common weaknesses in a criminal tax investigation.
Identify the key documents to review (in a sea of thousands).
Know how to select questions for your client to use in court proceedings.
Required Minimum Distributions: New Rules for Retirement Accounts
27 Oct, 2025
1.5 Hrs
Course Objectives
Discuss RMD rules under SECURE 2.0 legislation.
Identify key changes in IRS final and proposed regulations.
Analyze penalties for failing to meet RMD deadlines.
Explain RMD exceptions in Roth and annuity cases.
Differentiate rules for inherited versus original account holders.
Money Laundering for Accounting and Fraud Professionals
17 Oct, 2025
4 Hrs
Course Objectives
To distinguish the three stages of money laundering.
To recall possible money laundering techniques.
To identify the possible money laundering statute.
OBBB Rules & Form W-2G for Gambling Winnings
22 Oct, 2025
1 Hr
Course Objectives
Identify gambling winnings that trigger Form W-2G reporting thresholds.
Distinguish regular, backup, and voluntary withholding in reporting scenarios.
Explain reporting rules for noncash prizes, foreign, and shared winnings.
Recognize compliance requirements for both payers and winners.
Evaluate OBBB wagering loss changes impacting individual tax reporting.
Bonus Depreciation and Cost Segregation Under OBBB
28 Oct, 2025
1 Hr
Course Objectives
Explain current bonus depreciation rules under the One Big Beautiful Bill.
Evaluate updated treatment of Qualified Improvement Property for tax planning.
Apply cost segregation studies to maximize deductions and correct past errors.
Compare OBBB changes with CARES Act and TCJA provisions.
Develop depreciation strategies to accelerate losses and reduce tax liability.
IRS Perspectives on Digital Assets
17 Nov, 2025
1 Hr
Course Objectives
Discuss the IRS's definition of digital assets, including cryptocurrencies, NFTs, and blockchain; know the tax implications.
Gain insights into common tax season trends and efficiency improvements.
Cracking the Code: Exploring the IRS Internal Revenue Manual
22 Aug, 2024
3 Hrs
Course Objectives
To define at least 25 sections of the IRS manual and what information and guidance are provided in each.
To explain at least 10 ways the manual can assist in their work as tax advisors.
To point out at least 5 checklists the IRS uses to review websites, analyze financials, and make collection decisions.
To utilize at least 2 checklists to guide fraud and money laundering inquiries.
To use at least 10 audit technique guides (ATGs) that provide insight into issues and accounting methods unique to specific industries.
Mastering AI for Professionals: An Introduction to ChatGPT and GPT
29 Aug, 2024
3 Hrs
Course Objectives
To identify ChatGPT and GPT, and analyze how ChatGPT works.
To predict the impact of ChatGPT on the accounting industry.
To assess the changing AI landscape.
To interpret how artificial intelligence and ChatGPT will transform core accounting tasks into 20 categories from automation to tax planning.
To evaluate Prompt Engineering (PE) principles to effectively communicate with ChatGPT.
To formulate a GPT AI starter strategy for your accounting operations.
IRS Internet Services: Your Shortcut to Smarter Tax Workflows
23 Aug, 2024
3 Hrs
Course Objectives
To identify at least 12 sections of the IRS online platform and what information and guidance are provided in each.
To list at least 3 categories of IRS publications and documents.
To point out at least 5 online calculators that provide answers to tax questions.
To utilize at least 12 tax centers that aggregate tax information on specific industries and professions.
To use at least 5 multi-media portals that provide information in video, audio, and webinar formats
Navigating the IRS: How TAS Can Help You
25 Aug, 2024
3 Hrs
Course Objectives
To identify at least 5 major sections of their online platform and the leading services and features offered in each.
To define at least 4 criteria the agency uses to determine if a taxpayer is eligible for their assistance.
To point out at least 5 criteria the agency uses to decide if a taxpayer is NOT eligible for their help.
To list at least 10 sets of rights people have in their relationship and dealings with the IRS.
To use at least 6 process roadmaps that guide how to navigate the IRS tax system.
Navigating Depreciation: Strategies for Cost Recovery in Real Estate
30 Aug, 2024
1 Hr
Course Objectives
Define depreciation and explain its significance in real estate.
Identify different types of depreciation methods and their applications.
Interpret relevant tax codes and regulations related to real estate depreciation.
Analyze various depreciation strategies to maximize tax benefits.
Understand the principles of cost segregation and its impact on depreciation.
Assess the impact of depreciation on financial statements and tax filings.
Mastering AI for Professionals: An Introduction to ChatGPT and GPT
29 Aug, 2024
3 Hrs
Course Objectives
To identify ChatGPT and GPT, and analyze how ChatGPT works.
To predict the impact of ChatGPT on the accounting industry.
To assess the changing AI landscape.
To interpret how artificial intelligence and ChatGPT will transform core accounting tasks into 20 categories from automation to tax planning.
To evaluate Prompt Engineering (PE) principles to effectively communicate with ChatGPT.
To formulate a GPT AI starter strategy for your accounting operations.
Mastering AI for Professionals: An Introduction to ChatGPT and GPT
30 Aug, 2024
2 Hrs
Course Objectives
To identify ChatGPT and GPT, and analyze how ChatGPT works.
To predict the impact of ChatGPT on the accounting industry.
To assess the changing AI landscape.
To interpret how artificial intelligence and ChatGPT will transform core accounting tasks into 20 categories from automation to tax planning.
To evaluate Prompt Engineering (PE) principles to effectively communicate with ChatGPT.
To formulate a GPT AI starter strategy for your accounting operations.
Unveiling the Secret World of IRS Criminal Investigations
18 Aug, 2024
3 Hrs
Course Objectives
To identify major strategic priorities of the agency and how they are mutually supportive.
To summarize Criminal Investigation priority areas that target legal sources of revenue generation.
To point out Criminal Investigation priority areas that target illegal income sources.
To discuss examples of indicators that may signal you’re under CI investigation.
To analyze how to use communication channels to report the violation to the IRS.
Cracking the Code: Exploring the IRS Internal Revenue Manual
22 Aug, 2024
3 Hrs
Course Objectives
To define at least 25 sections of the IRS manual and what information and guidance are provided in each.
To explain at least 10 ways the manual can assist in their work as tax advisors.
To point out at least 5 checklists the IRS uses to review websites, analyze financials, and make collection decisions.
To utilize at least 2 checklists to guide fraud and money laundering inquiries.
To use at least 10 audit technique guides (ATGs) that provide insight into issues and accounting methods unique to specific industries.
IRS Internet Services: Your Shortcut to Smarter Tax Workflows
23 Aug, 2024
3 Hrs
Course Objectives
To identify at least 12 sections of the IRS online platform and what information and guidance are provided in each.
To list at least 3 categories of IRS publications and documents.
To point out at least 5 online calculators that provide answers to tax questions.
To utilize at least 12 tax centers that aggregate tax information on specific industries and professions.
To use at least 5 multi-media portals that provide information in video, audio, and webinar formats
IRS Ethical Standards: What Every Practitioner Needs to Know
22 Aug, 2024
3 Hrs
Course Objectives
To identify at least 12 key principles of IRS Ethical Conduct.
To explain at least 10 types of gifts that are okay to accept.
To identify at least six outside activities that are NOT permitted.
To point out 12 categories of government property that may only be used for authorized purposes.
To summarize at least two rules that relate to gambling and the use of controlled substances.
Navigating the IRS: How TAS Can Help You
25 Aug, 2024
3 Hrs
Course Objectives
To identify at least 5 major sections of their online platform and the leading services and features offered in each.
To define at least 4 criteria the agency uses to determine if a taxpayer is eligible for their assistance.
To point out at least 5 criteria the agency uses to decide if a taxpayer is NOT eligible for their help.
To list at least 10 sets of rights people have in their relationship and dealings with the IRS.
To use at least 6 process roadmaps that guide how to navigate the IRS tax system.
Unveiling the Secret World of IRS Criminal Investigations
18 Aug, 2024
3 Hrs
Course Objectives
To identify major strategic priorities of the agency and how they are mutually supportive.
To summarize Criminal Investigation priority areas that target legal sources of revenue generation.
To point out Criminal Investigation priority areas that target illegal income sources.
To discuss examples of indicators that may signal you’re under CI investigation.
To analyze how to use communication channels to report the violation to the IRS.
Nudging Toward Compliance: The Power of Behavioral Insights
21 Aug, 2024
3 Hrs
Course Objectives
To identify at least six ways BI is being used to nudge citizens, consumers, and taxpayers towards desired actions and improve their experience.
To summarize at least 4 reasons why people are not always rational, and why their decisions are often driven by emotions, not careful economic analysis.
To discuss 7 competing visions within the IRS on how BI should be used (or not) to increase compliance.
To list at least 8 BI strategies that can be used to influence taxpayer behavior and improve persuasion.
To restate at least 10 ways BI can be used in the wording and graphic design and layout of tax forms to deter non-compliance
The Digital Asset Taxonomy: Standardizing the Language of Digital Assets
27 Aug, 2024
1 Hr
Course Objectives
Know the organization of the taxonomy.
Discuss how to classify different digital assets along the taxonomy.
Identify the classifications used to aid planning, reporting, and education.
Explain how to use the taxonomy to ground conversations in a common understanding.
Practical Guide to IRAs – Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs
16 Aug, 2024
8 Hrs
Course Objectives
Recognize the various IRAs' tax and non-tax advantages and disadvantages (i.e., Traditional, Roth, SEP, SIMPLE, and HSAs).
Know how to calculate the maximum contributions to and taxable distributions from the various IRAs.
Recall the exceptions to the 10% early withdrawal penalty from IRAs.
Identify the foundational tax concepts of retirement distribution planning.
IRS Form 1099-DA Draft
28 Aug, 2024
1 Hr
Course Objectives
Discover the rationale behind IRS Form 1099-DA and its role in simplifying digital asset tax compliance.
Examine the diverse digital asset transactions necessitating reporting, detailing cost basis and transaction specifics.
Determine digital asset broker classifications and their implications across the ecosystem.
Contrast Form 1099-DA's requirements with traditional instruments, highlighting unique broker challenges.
Develop reporting systems for digital asset brokers and taxpayers to meet upcoming compliance needs.
Recognize reporting pitfalls in digital asset transactions and adopt best practices for accuracy.
SEPs, SIMPLEs and Individual 401(k)s
12 Aug, 2024
1.5 Hrs
Course Objectives
To discuss the SEP, SIMPLE, and Individual 401(k) IRA basics.
To analyze the eligibility requirements.
To inspect contributions.
To discuss deadlines to make the contribution.
Cracking RMDs: Your Roadmap to Retirement Security
03 Aug, 2024
1 Hr
Course Objectives
Discuss the application of the life expectancy tables provided in IRS Publication 590-B, depending on the distributee's status.
Explain keywords in IRC §401(a)(9) will also be defined and applied to specific fact patterns.
Review the changes made to the RMD rules regarding the Required Beginning Date (RBD).
Discuss the relationship between EDBs, the RBD, and the Distribution Calendar Year (DCY).
Identify the approach to RMDs in defined benefit plans, which differs from the traditional lump-sum distribution to one based on monthly benefits.
Compliance Requirements for Nonresidents (Corporations and Individuals)
05 Aug, 2024
1 Hr
Course Objectives
Differentiate between resident and nonresident taxpayers and identify key tests for nonresident status determination
Review U.S. tax implications for nonresident individuals and corporations, including reporting obligations for U.S. income
Comprehend the significance of Form 5472 in IRS audits and interpret the validity and importance of Form W-8BEN for foreign persons
Apply the Form W-8 series correctly to prevent withholding on U.S.-sourced income and understand its relevance
Understand reporting obligations and apply appropriate forms for nonresident taxpayers with U.S. income, including Form W-8BEN
A Simple Approach & Overview to Virtual Currency
06 Aug, 2024
1 Hr
Course Objectives
To discuss recent Treasury and IRS guidance on Virtual Currency taxation.
To analyze and differentiate types of Virtual Currency transactions.
To explain various modes of "Wallet" for storing and managing Cryptocurrency.
To analyze IRS Notices, Revenue Rulings, and FAQs concerning Crypto compliance.
To discuss the provisions of the new Infrastructure Bill and its impact on Virtual Currency taxation.
To explain and formulate best practices for reporting Virtual Currency holdings and establishing engagement letters for tax practices, and inspect the 18 Tax Principles.
Cryptocurrency Tax Essentials: IRS Insights
06 Aug, 2024
1 Hr
Course Objectives
Determine virtual currency taxation for investors.
Explain virtual currency taxation for miners.
Review Foreign reporting issues with Virtual Currency.
Discuss Forking and other misc. transactions.
Determine criminal issues that could arise.
Identify the tax treatment of virtual currency transactions for investors.
Interpret IRS guidelines regarding virtual currency reporting on Form 1040.
IRA Contributions: Traditional IRA and Roth IRA
10 Aug, 2024
1 Hr
Course Objectives
To discuss the various types of IRA contributions and their eligibility requirements
To explore the annual limits and deductibility rules.
To inspect the Saver’s Tax Credit.
To analyze IRA contributions deadline
Traditional and Roth IRA Distribution, Taxation and Withholding
11 Aug, 2024
1.5 Hrs
Course Objectives
To discuss the taxation and penalties associated with Traditional and Roth IRAs.
To identify penalty exemptions outlined in IRC 72t for IRAs.
To explain the criteria for a qualified distribution within a Roth IRA.
To discuss the principles governing Roth IRA's ordering rules for distributions.
To analyze the difference between periodic and nonperiodic withholding rules for IRAs.
Required Minimum Distributions
09 Aug, 2024
1 Hr
Course Objectives
To analyze the calculation intricacies of Required Minimum Distributions (RMDs).
To discuss and explore the penalties associated with failure to distribute RMDs.
To explain how to apply for penalty waivers and utilise relevant IRS forms for penalty resolution.
To inspect reporting RMDs on an individual's tax return.
To analyze the impact of various life events on RMD requirements and distributions.
Roth Conversions
08 Aug, 2024
1 Hr
Course Objectives
To discuss the 4 levels of retirement plan distribution and taxation
To discuss the strategies to help reduce other related taxation on other benefits.
To evaluate the mechanics of a conversion
To analyze different types of retirement plans that can be converted.
Mastering Form 3115: Correcting Depreciation with a Sample Problem
07 Aug, 2024
1 Hr
Course Objectives
To discuss the purpose and process of filing Form 3115.
To identify the advantages associated with utilizing Form 3115 for correcting depreciation errors.
To analyze and differentiate between Form 3115 and Form 1040X in the context of correcting depreciation.
To explain how to calculate and establish adjustments under IRC Section 481(a) for depreciation corrections.
To analyze the treatment of Qualified Improvement Property in the context of depreciation.
To discuss and interpret the circumstances that necessitate correcting depreciation and the associated procedures.
ChatGPT 101: Unlock the Power of ChatGPT for Professionals
29 Sep, 2024
2 Hrs
Course Objectives
To analyze how to ask ChatGPT-specific questions about regulations.
To discuss how to solve your accounting problems, analyze a profit and loss report, and make better accounting decisionswith ChatGPT.
To be prepared for any conversation (boss, investor, client, etc) with ChatGPT.
To inspect how to generate templates and invoices with ChatGPT.
To discuss how to craft important emails, categorize expenses, list trends & forecasts, and do calculations with ChatGPT.
To generate summaries and recommendations with ChatGPT, and master prompt engineering.
ChatGPT 101: Unlock the Power of ChatGPT for Professionals
29 Sep, 2024
2 Hrs
Course Objectives
To analyze how to ask ChatGPT-specific questions about regulations.
To discuss how to solve your accounting problems, analyze a profit and loss report, and make better accounting decisionswith ChatGPT.
To be prepared for any conversation (boss, investor, client, etc) with ChatGPT.
To inspect how to generate templates and invoices with ChatGPT.
To discuss how to craft important emails, categorize expenses, list trends & forecasts, and do calculations with ChatGPT.
To generate summaries and recommendations with ChatGPT, and master prompt engineering.
Sales, Transfers, & Refis with a Federal Tax Lien
16 Sep, 2024
2 Hrs
Course Objectives
To review why and how the IRS will file a Notice of Federal Tax Lien.
To recognize the power of the filed (and unfiled) Tax Lien.
To identify the various procedures available to Subordinate or Discharge a Lien.
To analyze the procedure to have a Lien Withdrawn.
Residential Real Estate: Income, Expenses and Tax Reporting
24 Sep, 2024
2 Hrs
Course Objectives
Analyze what rental real estate is.
Determine how to treat certain income and expenses for real estate.
Discuss the impacts of aggregation on QBI.
Determine if a rental real estate business should use the safe harbor election.
Identify key reporting requirements for rental real estate, including elections and statements.
Review how passive losses affect residential real estate.
Amended Returns
19 Sep, 2024
2 Hrs
Course Objectives
Discuss the methods for filing an amended return
Analyze how a qualified amended return can help you avoid penalties.
Inspect if a superseded return is an option to fix a mistake on a return.
Explain how to use protective claims to help protect taxpayer rights.
Analyze the audit reconsideration process.
Roth Conversions
11 Sep, 2024
1 Hr
Course Objectives
To discuss the tax implications and benefits of IRA conversions.
To identify different retirement plans eligible for conversion.
To analyze the tax and penalty consequences associated with conversions.
To explain the IRS forms necessary for tracking conversion transactions.
To explore the motivating factors driving IRA holders to opt for conversions.
Using AI in a Government Audit
07 Sep, 2024
2 Hrs
Course Objectives
To recognize ways to use artificial intelligence in a government audit.
To identify the limitations of artificial intelligence software.
To Identify the ethical issues involved with using artificial intelligence.
TCJA Reforms, Wealth Tax & Family Firms: What’s Changing?
06 Sep, 2024
1 Hr
Course Objectives
Discuss the latest developments in crucial tax cases, IRS rulings, and tax legislation.
Analyze the impact of federal tax rate adjustments, allowances, and threshold changes by the Internal Revenue Service (IRS) for the current year.
Discuss proposed changes to wealth tax and their implications.
Identify tax credit eligibility for dependent care and summer camps.
Gain insights into the significant tax law changes of the year and implement tax-saving strategies aligned with evolving client needs.
Installment Agreements, Offers, and Collections
28 Sep, 2024
1 Hr
Course Objectives
To discuss the fundamentals of tax collections, including statutes, levies, and liens.
To explore various payment alternatives and their implications for taxpayers.
To analyze the intricacies of Installment Agreements and their implementation.
To explain eligibility and strategies for Offers in Compromise.
To discuss documentation and information requirements for negotiating tax debt solutions.
To inspect and emphasize the importance of compliance and its impact on the statute of limitations.
E-Services for the Modern Representation and Tax Practice
27 Sep, 2024
2 Hrs
Course Objectives
To review the various E-service products.
To analyze how to apply E-service products in tax practice.
To review IRS Transcripts of Account.
To identify changes with the creation of the New Tax Pro Account from 2021 to 2022.
How to Handle an IRS 4180 Interview
30 Sep, 2024
2 Hrs
Course Objectives
To explain the proper defenses and real-life procedure of a Trust Fund Recovery Penalty Interview, conducted by the IRS.
To discuss why IRS needs to document that they have followed procedures to determine all of the responsible Principals of a business entity that has failed to pay employment taxes.
To review the before, during, and after phases of the TFRP Interview Meeting.
Appeals for Collections
25 Sep, 2024
2 Hrs
Course Objectives
To explain Collections Appeals.
To discuss Collection Due Process (CDP).
To differentiate between Collection Appeal Protests (CAP) and Collection Due Process (CDP) appeals.
Identify eligibility for CAP versus CDP appeals.
Apply proper procedures for filing Form 12153.
Advanced ChatGPT for Accountants
05 Sep, 2024
3 Hrs
Course Objectives
Discuss the core features of ChatGPT in accounting and its application in financial scenarios.
Explore Custom Instructions to tailor ChatGPT's responses for specific financial needs.
Analyze financial statements, news releases, and relevant data using ChatGPT's capabilities.
Identify business opportunities with hyper-local and sectoral analysis techniques.
Utilize advanced data analysis in financial comparisons and infrastructure project evaluations.
Evaluate assets, space, and user interfaces with image analysis, and enhance accessibility through voice interaction with ChatGPT.
Representing Taxpayers Before the IRS: The Starter Guide
08 Sep, 2024
2 Hrs
Course Objectives
To discuss how to fill in 2848 and 8821.
To analyze how to inform a client about the various IRS Compliance and Collection resolutions available to them.
To review the Assessment Process and notice process.
To identify the difference between a Lien and a Levy.
ChatGPT and Taxation Law Research for Professionals
01 Sep, 2024
2.5 Hrs
Course Objectives
Assess ChatGPT and AI tools for IRS tax law research.
Compare AI tools (e.g., Claude, Copilot, Gemini) for tax research.
Evaluate AI strategies (e.g., 'BEST WILD') for tax law research.
Design a ChatGPT tax assistant with privacy measures.
Analyze privacy in AI tax research for client protection.
Assess AI's impact on tax authority communication strategies.
Advanced ChatGPT for Accountants
05 Sep, 2024
3 Hrs
Course Objectives
Discuss the core features of ChatGPT in accounting and its application in financial scenarios.
Explore Custom Instructions to tailor ChatGPT's responses for specific financial needs.
Analyze financial statements, news releases, and relevant data using ChatGPT's capabilities.
Identify business opportunities with hyper-local and sectoral analysis techniques.
Utilize advanced data analysis in financial comparisons and infrastructure project evaluations.
Evaluate assets, space, and user interfaces with image analysis, and enhance accessibility through voice interaction with ChatGPT.
AI in Taxes: Innovations, Challenges, and Opportunities
02 Sep, 2024
1 Hr
Course Objectives
To explain the basics of popular AI technology currently in use.
To know how AI is currently in use by state and local tax departments and tax practitioners.
To recognize the risks and rewards of using AI in the tax field.
Examine how inflation tweaks could reshape tax filings this season.
Discuss the latest IRS PTIN renewal rules without breaking a sweat.
Analyze the 2025 Social Security wage base adjustments.
Stay on top of key legislative shifts poised to affect the tax landscape.
Inspect best practices for deftly handling CP-2100 letters.
Accountants, Meet Chatbot: Your Beginner's Guide to Getting the AI ChatGPT Conversation Started
15 Nov, 2024
3 Hrs
Course Objectives
Understand ChatGPT's versatility across platforms such as the default website, Bing, Excel, Google Sheets, and Google Docs
Integrate ChatGPT into your preferred environment to optimize daily workflows
Evaluate ChatGPT’s benefits and limitations across different platforms for professional effectiveness
Explore ChatGPT’s applications in accounting, analyzing impacts on workflow
Access ChatGPT through interfaces like the ChatGPT Playground and OpenAI API, and formulate potential new ways to improve productivity & decision making.
Consider ethical and security implications when using ChatGPT in professional practice
ChatGPT for CPAs and Finance Professionals
13 Nov, 2024
3 Hrs
Course Objectives
To discuss the potential applications of ChatGPT in finance.
To analyze how to implement ChatGPT into financial workflows.
To explain how to use ChatGPT to improve efficiency and accuracy in financial analysis.
To enhance client satisfaction by providing personalized support through ChatGPT.
To analyze how to streamline processes in the finance and banking industry using ChatGPT-powered automation.
Unveiling the Unseen: Unleashing Non-Google Search Tools for Enhanced Research
19 Nov, 2024
3 Hrs
Course Objectives
To analyze why online research skills are so critical for accountants in their roles as arbiters and ultimate deciders of truth.
To explain why you need more than Google to search the web, and how to use general search engines that complement their use of Google.
To identify ways this information needs to be interpreted to ensure the results are taken in their proper context
To analyze how to utilize cluster search engines that group information by topic and discover unexpected relationships between topics.
To inspect how to use privacy search engines that do not store your queries or track your steps on the Internet.
To access user-generated content search engines that index any content—text, videos, images, reviews.—created by people, rather than brands.
AI and Data Privacy: Balancing Innovation with Ethical Responsibility
01 Nov, 2024
1 Hr
Course Objectives
Review ethical considerations in AI data handling.
Explore principles of transparency and accountability in AI.
Navigate complexities of informed consent in AI applications.
Identify strategies for compliance with privacy regulations.
AI Ethics: Ensuring Fairness and Transparency
02 Nov, 2024
1 Hr
Course Objectives
Gain a comprehensive understanding of the core principles of AI ethics, including fairness, transparency, accountability, and privacy
Know about common sources of bias in AI, methods for detecting bias, and strategies for mitigating its impact on AI outcomes.
Explore best practices and guidelines for ensuring ethical considerations are integrated into the AI development lifecycle, from design to deployment.
ChatGPT: Complex Financial and HR Conversations
10 Nov, 2024
2.5 Hrs
Course Objectives
Apply the C.A.R.E. method to navigate complex conversations effectively, as advised in the documents.
Utilize ChatGPT and similar models to streamline communication in financial and HR contexts, per document recommendations.
Employ ChatGPT to draft responses to simulated financial irregularities and HR compliance breaches, following documented strategies.
Evaluate different LLM approaches' efficacy in addressing HR challenges such as layoffs, diversity, and harassment, based on document discussions.
Analyze LLMs' impact on stakeholder engagement during financial reporting and investor relations scenarios, as per document insights.
Develop a training module integrating LLM usage for accountants and HR professionals, drawing from documented methodologies.
When Bots Attack: Safeguarding Against AI Cyber Threats
02 Nov, 2024
1 Hr
Course Objectives
To identify common AI-driven cyber threats.
To discuss the tactics used by malicious bots.
To analyze and implement defence mechanisms against cyber-attacks.
To explain how to safeguard digital assets and personal information.
To gain practical knowledge and tools for cybersecurity.
ChatGPT for CPAs and Finance Professionals
13 Nov, 2024
3 Hrs
Course Objectives
To discuss the potential applications of ChatGPT in finance.
To analyze how to implement ChatGPT into financial workflows.
To explain how to use ChatGPT to improve efficiency and accuracy in financial analysis.
To enhance client satisfaction by providing personalized support through ChatGPT.
To analyze how to streamline processes in the finance and banking industry using ChatGPT-powered automation.
The Impact of the Digital Revolution on the Accounting Profession
06 Nov, 2024
2 Hrs
Course Objectives
To recognize how artificial intelligence (AI), robotic process automation (RPA), and machine learning will impact jobs in accounting.
To identify skills needed to embrace digital automation.
To recognize impacted functions: transactional, period-end closing, auditing, and regulatory filings.
To identify how to mitigate risks from digitalization automation.
To recognize which types of analytics are included within the future view of the analytical continuum.
To describe correct statements regarding the effects of automation on accounting.
Privacy and Compliance for AI technology
14 Nov, 2024
1 Hr
Course Objectives
To review the ethical implications of AI.
To examine strategies for implementing privacy by design principles in AI technologies.
To discuss key regulatory obligations, with a focus on the European AI Act and USA current developments.
Navigating Financial Leadership in the Era of AI and Political Uncertainty
15 Nov, 2024
1 Hr
Course Objectives
To analyze the implications of AI and machine learning on budgeting, forecasting, and financial planning.
To identify risks and opportunities presented by the current geopolitical situation.
To develop a strategic mindset to anticipate and adapt to fast-paced changes in the business environment.
To know how to optimize capital allocation in a manner that balances risk and innovation.
To equip yourself with the skills to effectively communicate complex financial data to stakeholders in a way that influences strategy.
Human Resource Partnership with Artificial Intelligence
11 Nov, 2024
1.5 Hrs
Course Objectives
To explore the various domains within HR where AI is making a substantial impact.
To examine the opportunities and challenges of AI-powered recruitment processes.
To explore strategies to utilize AI-driven insights to create individualized training, development plans, and benefits packages, enhancing overall engagement and retention.
To delve into the ethical implications of HR-AI collaboration.
To explore the fraud threat picture involving GenAI.
To know how GenAI can be used to prevent fraud.
To gain a working knowledge of how GenAI can be implemented in an organization.
To explore various GenAI corporate governance principles.
ChatGPT for Innovative Business Advisor Services
08 Nov, 2024
3 Hrs
Course Objectives
To explain the core functionalities of ChatGPT and its applications in business advisory services.
To analyze accounting firm challenges using a variety of enterprise evaluation methodologies.
To develop strategies to overcome identified challenges and enhance profitability and growth using ChatGPT.
To evaluate the efficiency of these strategies in real-world contexts.
To create innovative solutions leveraging ChatGPT for unique business scenarios.
Accountants, Meet Chatbot: Your Beginner's Guide to Getting the AI ChatGPT Conversation Started
15 Nov, 2024
3 Hrs
Course Objectives
Understand ChatGPT's versatility across platforms such as the default website, Bing, Excel, Google Sheets, and Google Docs
Integrate ChatGPT into your preferred environment to optimize daily workflows
Evaluate ChatGPT’s benefits and limitations across different platforms for professional effectiveness
Explore ChatGPT’s applications in accounting, analyzing impacts on workflow
Access ChatGPT through interfaces like the ChatGPT Playground and OpenAI API, and formulate potential new ways to improve productivity & decision making.
Consider ethical and security implications when using ChatGPT in professional practice
Accounting in a New Dimension: Embracing Mixed Reality for Success
18 Nov, 2024
3 Hrs
Course Objectives
To identify economic, business, and technology forces that are driving mixed reality growth.
To give examples of mixed reality case studies from leading enterprises and governments around the world.
To analyze how mixed reality can be used in accounting operations.
To explain the remote presence, immersive experience, and 360-degree viewing.
To list online resources and communities that provide MR guidance and assistance.
IRS Delinquent Return Investigations
04 Nov, 2024
1 Hr
Course Objectives
Identify IRS delinquent return triggers and their impact on compliance.
Analyze the IRS Return Delinquency Program's role in tax investigations.
Navigate IRS collection processes for resolving delinquent return cases.
Evaluate exceptional cases and their implications in delinquent return investigations.
Develop strategies for effectively preparing and filing delinquent returns.
Anatomy of a Civil Tax Controversy
08 Nov, 2024
2 Hrs
Course Objectives
To gain a deep understanding of the audit process, from initiation to conclusion.
To identify the red flags and challenges associated with eggshell audits.
To discuss the importance of attorney-client privilege in tax cases.
To explain when the involvement of a Kovel accountant is necessary.
To analyze the IRS Appeals, process effectively for the benefit of your clients.
Course
Date of Completion
Hrs of Learning
Legislative Update
25 Aug, 2022
1 Hr
Course Objectives
To describe the tax changes in the infrastructure bill
To identify other proposed legislation
To review situation prior to recent legislation
To determine how to advise clients in the midst of uncertainty
Tax Compliance and Tax Changes Impacting 2022
13 Sep, 2022
1 Hr
Course Objectives
To determine how you can help your clients with the ERC in 2022.
To explain how to fill out Form 7203.
To discuss the Corporate Transparency Act.
To determine who needs a K2/K3 filing.
To explore other misc. provisions to look at in 2022.
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